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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

IBDO was delisted on the 15th of December, 2023.

165 hedge funds and large institutions have $776M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

16% more capital invested

Capital invested by funds: $667M → $776M (+$109M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more funds holding

Funds holding: 160165 (+5)

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
3.38%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.27%
New
22
Increased
80
Reduced
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
151
FAS Wealth Partners
Kansas
$27K +$180 +7 +0.7%
SFS
152
Sowell Financial Services
Arkansas
$23K -$129 -5 -0.6%
CAAS
153
Capital Asset Advisory Services
Michigan
$21K
PIMG
154
Patriot Investment Management Group
Tennessee
$21K +$20.6K +800 New
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$19K
TF
156
TimeScale Financial
Massachusetts
$16K
AWM
157
Avior Wealth Management
Nebraska
$15K
RG
158
Retirement Group
California
$14K +$14.1K +548 New
JHCP
159
Jackson Hole Capital Partners
Oklahoma
$12K
OIA
160
Optimum Investment Advisors
Illinois
$12K
QCG
161
Quadrant Capital Group
Ohio
$10K +$9.39K +364 New
HI
162
Hudock Inc
Pennsylvania
$10K +$10.5K +406 New
CYG
163
Clean Yield Group
Vermont
$4K
FRA
164
Front Row Advisors
California
$4K
BlackRock
165
BlackRock
New York
$3K
OPS
166
Orion Portfolio Solutions
Nebraska
$2K +$1.6K +62 New
CL
167
Cabana LLC
Arkansas
$2K +$2.17K +84 New
GI
168
Gradient Investments
Minnesota
$1K -$353K -13,672 -100%
MFT
169
Moisand Fitzgerald Tamayo
Florida
$1K +$1.11K +43 New
MFWM
170
Motley Fool Wealth Management
Virginia
-$22.3M -893,730 Closed
LF
171
LifeSteps Financial
California
-$2.29M -91,749 Closed
Citadel Advisors
172
Citadel Advisors
Florida
-$1.69M -67,523 Closed
Wolverine Trading
173
Wolverine Trading
Illinois
-$452K -18,170 Closed
BII
174
Bainco International Investors
Massachusetts
-$352K -14,090 Closed
NA
175
NewEdge Advisors
Louisiana
-$332K -13,270 Closed

IBDO Hedge Fund Activity: Q2 2020 in Review

165 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2020, worth a combined $776M — up 16% from $667M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBDO positions and 16 closed out — a net gain of 6 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $17.6M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $22.3M sold.

  • 165 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2020, up from 160 in Q1 2020.
  • Funds reported $776M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2020 and 16 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $17.6M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2020 was Motley Fool Wealth Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2020.